Jason Bertoldi Takes the Helm at Alliant Insurance Services

Jason Bertoldi Joins Alliant Insurance Services

Alliant Insurance Services has welcomed Jason Bertoldi as the new Global Team Leader for Litigation & Contingent Risk Insurance. With a wealth of experience in the field, Bertoldi is set to enhance the organization’s capabilities in creating tailored insurance solutions that meet the evolving needs of clients.

A Proven Leader in Contingent Risk Insurance

Jason Bertoldi brings a formidable background as a seasoned contingent risk insurance broker and hedge fund analyst. His extensive knowledge enables him to assist clients in crafting unique insurance policies that serve as essential collateral in investment transactions. With the ability to place substantial contingent risk insurance policies, some reaching nine figures, Bertoldi stands as a leader in the industry.

Innovative Solutions Tailored to Client Needs

His approach is characterized by a blend of creativity and a keen understanding of market dynamics, which allows him to navigate complex transaction structures effectively. This expertise not only benefits clients directly through customized policy development but also positions Alliant to offer innovative risk management solutions.

Expertise from Diverse Backgrounds

Bertoldi's journey includes a pivotal role on the Litigation Investing team at a major global investment firm, providing him with insights into the financial aspects of contingent risk insurance. His academic qualifications from Yale Law School and his previous experience as a litigator add considerable value to his position at Alliant.

A Commitment to Excellence

“Jason offers unmatched expertise in structuring and obtaining cutting-edge contingent risk insurance solutions for clients requiring highly bespoke insurance solutions,” remarks Dan Schoenberg, Executive Vice President at Alliant M&A. This sentiment reflects the company’s confidence in Bertoldi’s abilities to drive success and deliver significant outcomes for their clientele.

About Alliant Insurance Services

Alliant Insurance Services is recognized as one of the United States' leading insurance brokers. The company excels in providing a wide array of insurance products and services, harnessing innovative thinking to navigate the complexities of risk management. With a commitment to personalized service, Alliant empowers clients to manage and optimize their risk exposure effectively.

The company prides itself on attracting top-tier professionals, fostering an environment that encourages career advancement through autonomy and unique ownership opportunities. This emphasis on quality service and expertise is evident in Alliant's impressive producer retention rate and recognition as one of America’s Best Large Employers by Forbes.

Frequently Asked Questions

Who is Jason Bertoldi?

Jason Bertoldi is the new Global Team Leader for Litigation & Contingent Risk Insurance at Alliant Insurance Services, bringing significant expertise to the role.

What is contingent risk insurance?

Contingent risk insurance provides coverage for specific risks that may occur based on certain conditions, helping clients manage uncertainties effectively.

What is Alliant Insurance Services known for?

Alliant Insurance Services is known for its innovative insurance solutions and personalized service, focusing on diverse insurance products tailored to client needs.

Why is Bertoldi's experience valuable?

Bertoldi's experience as a broker and in litigation equips him with unique insights necessary for creating effective risk management solutions.

What does Alliant offer its employees?

Alliant provides a supportive environment with opportunities for career growth, autonomy, and equity ownership, resulting in high retention rates among its professionals.

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